+242.6%
QCOM vs NI
+197.8%
+44.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.2% | -2.8% |
| 7D | +4.3% | +4.3% | 0.0% | +2.9% |
| 30D | -0.1% | +12.4% | -12.4% | -3.6% |
| 3M | +5.2% | +10.2% | -4.9% | +2.1% |
| 6M | -18.4% | -0.8% | -17.5% | -18.4% |
| YTD | +2.4% | +13.2% | -10.8% | -2.3% |
| 1Y | +0.9% | +10.1% | -9.2% | -2.8% |
| 3Y | +48.4% | +103.1% | -54.7% | +14.6% |
| 5Y | +16.6% | +115.5% | -99.0% | -12.8% |
| All | +242.6% | +197.8% | +44.8% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling